advisor

Jeffrey G. Shepard

Managing Director

Jeff Shepard serves as a wealth advisor at Eastgate Capital Advisors LLC. He is an accomplished financial professional with deep experience as a portfolio manager, as well as fixed income sales, real estate, and foreign exchange.

Previously, Jeff served in fixed income Institutional Sales with William Blair & Co LLC; a Partner with LaSalle Jackson LLC and Fixed Income Associates LLC; a fixed income portfolio manager with Segall Bryant & Hamill and was a Senior Vice President and Director of the Insurance Asset Management Group of Columbia Asset Management where he managed $4.4 billion.

Jeff has earned the Chartered Financial Analyst® designation, graduated from Northwestern University with a BA in Economics and earned his AM in Economics from University of Chicago. Jeff lives in Chicago with his wife, with whom he has three adult children.

Find Us

Address
560 Green Bay Road, Suite 101
Winnetka, IL 60093

Hours
Monday—Friday: 9:00AM–5:00PM
Saturday & Sunday: 11:00AM–3:00PM

Who we are

Eastgate Capital Advisors LLC is a holistic wealth advisory firm and family office with an important distinction – a focus on you. The firm understands clients’ needs and customizes its service offerings to meet individual needs. No responsibility too large and no detail too small, Eastgate’s mission is to understand your unique goals for the future and then work with you to accomplish them.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Eastgate is registered with the State of Illinois as an investment advisor